Order closing is the step that clarifies the commercial result achieved in the sales process on an order basis. In Robosme, orders can be closed partially or fully.

Order Statuses

An order can be in one of the following statuses:

• Open
  An order with no order closing yet
• Completed
  The entire order has been delivered / fulfilled
• Canceled
  The entire order has been canceled / suspended
• Open - Partially Closed
  Part of the order has been delivered / fulfilled and there are still open order items
• Partially Completed
  Part of the order has been delivered / fulfilled and part has been canceled. No open pending order items

Partial Order Closing

An order can be closed not all at once, but in parts.

• For each closing, an Order Closing record is created
• For closed products and quantities, Order Closing Product records are created
• Order Status is assigned according to whether the order is fully or partially closed

Thanks to this structure:

• Partial deliveries
• Phased invoicing
• Realized revenue tracking

are managed in a healthy manner.

Impact of Order Closings on Sales

Order closings feed the calculated fields on the sale:

• Completed Order Amount
• Open Order Amount
• Canceled Order Amount

Thanks to these fields, on the sales record:

• How much work was accomplished
• How much is still open
• How much was canceled

are clearly tracked.

Closing the sale as won is usually done after the orders are completed.